LA
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Latitude Advisors’s Pfizer PFE Stock Holding History

Latitude Advisors’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Sell
10,916
-792
-7% -$20.7K 0.1% 210
2026
Q1 		$329K Sell
11,708
-550
-4% -$14.6K 0.15% 157
2025
Q4 		$305K Buy
12,258
+954
+8% +$24.1K 0.13% 161
2025
Q3 		$288K Sell
11,304
-1,192
-10% -$29.4K 0.13% 157
2025
Q2 		$303K Sell
12,496
-703
-5% -$16.4K 0.15% 148
2025
Q1 		$334K Sell
13,199
-448
-3% -$11.7K 0.19% 125
2024
Q4 		$362K Sell
13,647
-2,100
-13% -$57K 0.2% 108
2024
Q3 		$456K Buy
15,747
+923
+6% +$26.9K 0.26% 99
2024
Q2 		$415K Sell
14,824
-1,623
-10% -$44.7K 0.25% 88
2024
Q1 		$456K Sell
16,447
-1,037
-6% -$28.8K 0.29% 78
2023
Q4 		$503K Sell
17,484
-2,985
-15% -$90.2K 0.35% 75
2023
Q3 		$679K Buy
20,469
+1,324
+7% +$46.8K 0.49% 42
2023
Q2 		$702K Buy
19,145
+6,460
+51% +$251K 0.49% 37
2023
Q1 		$518K Sell
12,685
-184
-1% -$7.95K 0.37% 65
2022
Q4 		$659K Buy
12,869
+1,071
+9% +$51.3K 0.49% 39
2022
Q3 		$516K Buy
11,798
+180
+2% +$8.75K 0.43% 47
2022
Q2 		$609K Sell
11,618
-20,584
-64% -$1.05M 0.56% 40
2022
Q1 		$1.67M Buy
32,202
+18,232
+131% +$946K 0.38% 55
2021
Q4 		$825K Sell
13,970
-807
-5% -$40K 0.23% 93
2021
Q3 		$636K Buy
14,777
+7,497
+103% +$332K 0.2% 101
2021
Q2 		$285K Buy
7,280
+580
+9% +$22.6K 0.21% 116
2021
Q1 		$243K Buy
+6,700
New +$238K 0.2% 126

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Latitude Advisors's PFE Position: Q2 2026 in Review

Latitude Advisors reduced its Pfizer (PFE) stake by 6.8% in Q2 2026, selling an estimated $20.7K and leaving 10,916 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #210.

Latitude Advisors first reported a position in PFE in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.67M in Q1 2022. 1,287 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Latitude Advisors held 10,916 shares of Pfizer worth $263K as of Q2 2026.
  • Latitude Advisors sold 792 Pfizer shares in Q2 2026, an estimated $20.7K.
  • Pfizer made up 0.1% of Latitude Advisors's portfolio in Q2 2026, its #210 holding.
  • Latitude Advisors first reported a position in Pfizer in Q1 2021 and has held it in 22 quarters since.
  • Latitude Advisors's Pfizer position peaked at $1.67M in Q1 2022.
  • 1,287 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.